Tag: annuities

Research January 14, 2020

Cost of Living Fears Trump Investor Confidence

Despite highest levels of investor confidence since 2018, fears stunt plans for investment.

Regulation January 3, 2020

MetLife to Pay SEC $10 Million Fine Over Pension Accounting Violations

Firm assumed annuitants were dead or unreachable if they didn’t respond to two mailings.

Research October 11, 2019

Limiting vs. Eliminating Pension Risks

Defined benefit plan sponsors should consider multiple de-risking Strategies.

Risk April 18, 2017

Mercer: Pension Plans Reach a Tipping Point

Cash-outs, annuities and terminations become increasingly prevalent.

Industry White Papers

The Power of Portfolio Flexibility Many investment managers apply strict portfolio constraints under the guise of risk management best practices. This paper examines the costs of those investment constraints and how an unconstrained investment approach can be key in generating long-term excess returns.

Quantitative Science—Actively Adding To Fixed Income Decisions Quantitative vs. active debate? This issue of Franklin Templeton Fixed Income Markets explains how our “active quant” approach sets us apart.

The Case for Greater China Exposure in Global Equity Portfolios Discover what makes China a compelling, stand-alone investment opportunity.

The China Position Gauging institutional investor confidence in their strategy for entering this growing market

Four strategies for investing in emerging markets Ways to manage your EM allocation, an out of favor, but still appealing asset class.

Brexit Implementation Guide How should investors consider positioning their portfolios?